TRU FAMILY OFFICE, LLC
CRD #322301 SEC #801-126058 PORTLAND, OR 971-371-3444
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRU INDEPENDENCE, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEATTY, DAVID, LEE | I | ENTWOOD HOLDINGS, LLC | D | Control |
| DILWORTH, JAMES, KENDALL | I | ENTWOOD HOLDINGS, LLC | D | Control |
| STUVLAND, CRAIG, PATRICK | I | TRU INDEPENDENCE, LLC | D | Control |
| ENTWOOD HOLDINGS, LLC | DE | TRU INDEPENDENCE, LLC | C | Control |
Registrations
Federal
IA
Jun 9, 2022 REGISTERED
Notice Filings (1)
OR
Address
15350 SW SEQUOIA PARKWAYSUITE 250
PORTLAND, OR 97224
United States
Phone: 971-371-3444